Theresa Timmerman

Current Employers

Employment History

• 11/2015 → 07/2017
  Financial West Group
  Thousand Oaks, CA
• 07/2017 → Present
  Vanderbilt Securities, Llc
  Woodbury, NY
• 07/2017 → Present
  Vanderbilt Advisory Services
  Woodbury, NY

Previous Registrations

• 2016-01-26 → 2017-07-06
  Financial West Group
  North Reading, MA
  Newmarket, NH
• 2013-11-20 → 2015-11-13
  Osaic Institutions, Inc.
  Meriden, CT
  Meriden, CT
  Manchester, NH
• 2013-07-19 → 2013-11-20
  Harvest Capital Advisors, Llc
  Manchester, NH

Other Businesses

1.) Fixed Insurance sales. Non-investment related. Start date: 11/16/2015. Address: 50 Main Street, Suite #305, North Reading, MA 01864. Title: Agent. Duties: Fixed Insurance products. Time spent during regular hours: 5% 2.) Elliot Hospital Satellite Lab, Londonderry NH: non-investment related. Start date: 06/19/2023. Address: Buttrick Rd, Londonderry NH. Title: Medical Technologist. Duties: remuneration varies on hours worked; spend 20% of regular business hours. Run and report blood test in medical labs. Time spent during regular hours: 20% 3.) DBA Rainbow Investment Solutions, Investment related. Start date: 11/01/2017 Address: 50 Main Street, Suite #305, North Reading, MA 01864. Title: Advisor. Duties: DBA Rainbow Investment Solutions. Time spent during regular hours: 100%

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-07-18
• S63 Uniform Securities Agent State Law Examination
  2006-02-21

Other Names

• Terry Timmerman
• Theresa Ann Timmerman